Rice Business Learn Investments Dashboard
Kerry Back & Kevin Crotty
The Learn Investments Dashboard
- Interactive figures and tables illustrating investment concepts
- Time Value of Money
- Risk and Return
- Portfolios
- Capital Asset Pricing Model
- Sorts and Factors
- Funds and Taxes
- Futures and Options
- Fixed Income
Some examples from each section
Teaching Benefit #2: More data in the classroom
- The site facilitates real-time and historical data without requiring students to pull and organize it themselves
- Visualization: seeing is believing
- Helps engage students in the classroom discussion
- About 1/3 of the pages utilize data
Teaching Benefit #3: Introducing Python
- Underlying Python code available in linked Google Colab notebooks
- Totally optional feature
- Useful if professor (or student!) wants to alter the set-up
Example #1: Optimal Portfolios
Optimal portfolio teaching discussions
- Optimal combination of risky assets without/with a risk-free asset?
- What is the effect of correlation on the above?
- What is the effect of input uncertainty on the above?
- How should a particular individual invest?
Optimal Capital Allocation
Optimal Portfolios: Correlation
Optimal Portfolios: Risk Aversion
Example #2: Discussion of Momentum
Market-model regression: MOM
Active and market benchmark returns: MOM
Active and multi-factor benchmark returns: MOM
Example #3: Option valuation